Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Freshsales
Trigger: Watch New Accounts
Make Code
Action: Select an action
1. Select a trigger
  • Checks if new account was created.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new deal was created.

  • Triggers when a webhook event occurs in a Freshsales Workflow.

  • Checks if new lead was created.

  • Checks if new sales activity was created.

  • Check if new task was created.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)